With over 50 years’ experience managing equity portfolios, we offer institutional clients a broad range of investment solutions across the risk/return spectrum. Our distinctive active strategies extend across geographies, sectors, investment objectives (capital growth vs. income), risk spectrum, investment styles and market cap. They include long-only as well as long/short strategies.
Competitive advantages
Bottom-up approach research advantage
Through thorough bottom-up fundamental research, longer term perspectives and great access to company management, Fidelity can develop unique insights, build strong investment cases and deliver consistent risk-adjusted performance for clients.
Unique investment culture
Fidelity provides a unique environment rich in collaboration, within which analysts and portfolio managers with diverse skillsets, experience and style biases can debate and challenge ideas, and assess investment theses from a wide range of perspectives.
Differentiated strategies
Portfolio Managers each adopt clearly defined stock picking approaches that are transparent, resilient, risk-controlled and repeatable. They have ultimate accountability for selecting the stocks and constructing portfolios which satisfy their investment philosophy and the specific requirements of clients.
Our capabilities
- Global equities
- Regional equities
- Single country equities
- Sector and thematic
- Absolute return
- Single factor
- Multi factor
- Index-tracking
- Bespoke solutions
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